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Editor’s note: This the first in a four-part series. The original appears in its entirety as the cover story of the Winter 2023 edition of Plan Consultant magazine. The digital edition of the Winter issue is available here. However, access to Plan Consultant is restricted to ASPPA members, so you’... READ MORE
The newest digital edition of ASPPA’s members-only magazine has just been posted online!    Is participant data a plan asset subject to ERISA fiduciary protections? Our cover story by ERISA attorney Christine Roberts looks at the current status of the issue—and offers some tips for minimizing the... READ MORE
The digital version of the Fall 2020 issue of Plan Consultant has just been posted online. The Fall issue’s cover story tells the stories of eight industry business owners and executives from the major sectors of the industry concerning how retirement industry players are surviving—even thriving—... READ MORE
The Winter 2016 issue of Plan Consultant magazine is now available on ASPPA Net.The Winter issue, mailed to all ASPPA members in January, marks the start of ASPPA’s 50th anniversary year with a cover story that recaps ASPPA’s first half century and offers insights into the birth and development of... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version, please click here.This summer, animal lovers worldwide were outraged by news reports that Cecil, a beloved lion that was one of Zimbabwe’s top tourist attractions, had been killed by a big game hunter... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version, please click here.The first or second largest asset in a marital estate is usually one or both spouses’ retirement plans. Therefore, a mistake made in dividing these assets in a divorce could be very... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.In April 2015, the Department of Labor released its complex package of proposed guidance on the so-called “conflict of interest” rule. In the six months that have... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version, please click here.One of the highlights of this year’s Western Benefits Conference, held June 19-22, 2015 in San Francisco, was a general session featuring a panel of industry leaders who shared their... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.“I went to the woods because I wished to live deliberately, to front only the essential facts of life, and see if I could not learn what it had to teach, and not,... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version, please click here.As actuaries, one of the many challenges we face is taking over the actuarial and administrative services of an existing defined benefit plan from another actuary.You may have heard... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.Prior to reading many of the current PPA plan documents, most of my education on spousal beneficiary rules on divorced and deceased participants was either through... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.There were four days of hearings on the Department of Labor’s proposed fiduciary rule and I kept on waiting… and watching… and waiting. But it never came up. And that... READ MORE
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.The Internal Revenue Service’s website has a wealth of resources for retirement plan professionals of all stripes. But with so much prominent space devoted to rules... READ MORE
Excessive fees and all the matters attendant to them are topics that should be brought to a retirement plan committee to address. In “How Long Can You Hold Your Breath?,” a column by David J. Witz that appeared in the Summer 2015 issue of Plan Consultant, Witz argues that the statute of limitations... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.The retirement plan industry continues to be a crowded marketplace in which advisors of all sizes often struggle to distinguish themselves from the competition. But few advisors... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.When I was asked to chair the ASPPA (now American Retirement Association) Professional Conduct Committee, I have to admit my first thought was, “We have a professional conduct... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.Not long ago, I wanted to better understand our computer network. I asked for some reports, and when they arrived in my email inbox, I opened them eagerly. But I could not make any... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.Excessive fees continue to be a hot topic for retirement plan committees to address, including:  determining which share class to use; the amount of revenue sharing paid by... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.Put 50 cats in a field. They’ll head off in all directions except for areas denied them. But there will be certain things they’ll agree on, like the urgency of finding that field... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.At the beginning of a recent business trip, I was picked up by an elderly gentleman who was transporting me from my house to the car rental company. As is true for most sales folks... READ MORE

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